TLTHX Mutual Fund

TLTHX Mutual Fund

NAV$17.87
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Returns Overview

1 Month
-1.72%
3 Months
-1.28%
6 Months
+4.16%
YTD
+3.32%
1 Year
+5.30%
3 Years (annualized)
+9.87%
5 Years (annualized)
+4.21%
10 Years (annualized)
+6.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLTHX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lifecycle Index 2010 Fund Composite Index
This Mutual Fund (YTD)
+3.32%
Peer Avg (YTD)
+7.09%
vs Peers
-3.77%

TLTHX Mutual Fund Performance

TLTHX performance across multiple time periods: 1-month -1.72%, YTD 3.32%, 1-year 5.30%, 3-year 9.87%, 5-year 4.21%, 10-year 6.18%.

TLTHX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

TLTHX vs another fund shows side-by-side returns. TLTHX alternatives are available in the Mutual Fund Screener.